All field notes Field note · Events and Conferences

Event check-in that writes attendance back to the member record

Event staff at a member organisation had no single record of who had registered, been resent details, or asked to cancel or swap.

We built new registrant tools, and Julian did the build. Table guests now flow into the list, the export, the roll call and attendee emails. At the door, staff tick people off on a phone, and the list updates for everyone at once. One button then adds an attendance record to each checked-in person’s member record, table guests included. Registrations made by staff, resends, VIP tags, cancellation requests and transfers all land in each person’s history.

Two things stay with people. Ticket transfers go to Finance as a request, because moving a paid ticket can leave a balance or credit to clear. Organisers can name table guests, but a member’s own name stays with Membership, since changing it changes the member record.

In your own office, check two things. Does someone rebuild attendance by hand after an event? Do ticket swaps live in an inbox?

The bigger picture Members register for events from the email they were sitting in Event registration without the login wall Read the case study

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